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LF Woodford Equity Income A Sterling Acc

Ranked 109 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Neil Woodford

Neil Woodford is one of the best known fund managers in the UK. As head of investments at Invesco Perpetual Woodford controlled over £15 billion of assets, and spent 26 years at the company before leaving in 2014 to set up his own fund management firm, Woodford Investment Management LLP. He has a degree in economics from Exeter University and in 2013 was awarded a CBE for services to the economy.

Objective

The Fund aims to provide investors with long-term appreciation by investing in stocks primarily listed on the UK stock exchanges and to achieve income of 10% higher than the FTSE All Share Index yield.

Showing fund performance in Funds Insider View performance globally

Performance

UK Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.6%
2018 -16.7% -10.2% 3.2% 1.4% -11.4%
2017 0.5% 4.6% 2.6% -5.8% -0.5%
2016 3.0% -4.0% -0.5% 8.6% -0.7%
2015 16.3% 8.6% -0.1% 0.6% 6.6%
2014 3.9% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Barratt Developments PLC ORD 7.25%
Imperial Brands PLC ORD 5.96%
Burford Capital Ltd ORD 5.90%
Provident Financial PLC ORD 4.94%
Theravance Biopharma Inc ORD 4.38%
Benevolent Knights of America of LA 4.14%
Taylor Wimpey PLC ORD 3.20%
IP Group PLC ORD 3.04%
Autolus Therapeutics PLC DR 2.88%
Newriver Reit PLC ORD 2.76%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

  • Min. initial investment150,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

Hargreaves shares fall as nearly 300,000 clients hit by Woodford

Online stock broker reveals nearly 300,000 clients have direct or indirect holdings in suspended Woodford Equity Income fund.

Link feels heat over valuation of Woodford's unquoted stocks

Woodford Equity Income authorised corporate director is being investigated by FCA and faces questions over how it valued unquoted companies

Hargreaves reveals Woodford concerns dating back to 2017

Hargreaves Lansdown has said it first challenged Neil Woodford over his heavy exposure to unquoted stocks more than 18 months ago.

FTSE surges as Draghi signals more stimulus on cards

FTSE 100 climbs nearly 100 points while European and US markets jump as European Central Bank president signals it could launch more stimulus.

FCA launches probe into Woodford Equity Income suspension

City watchdog launches investigation and reveals Neil Woodford's flagship fund twice breached limit on unquoted stocks.

Fidelity blocks investors from buying Woodford Income Focus

Fund platform will allow withdrawals but bars customers from investing new money into Neil Woodford's smaller Woodford Income Focus fund.

Woodford fallout: investors pull £123m from Hargreaves funds

Investors pull £123 million from Hargreaves Lansdown's multi-manager funds following suspension of Woodford Equity Income, held by six of the portfolios.

Patient Capital and Kier shares slump as Woodford woes worsen

Woodford Patient Capital shares fall to new all-time low while Kier takes a fresh tumble as dividend cancelled for at least two years

Hargreaves chief to waive £2m bonus amid Woodford storm

Sources at Hargreaves Lansdown say chief executive Chris Hill will forfeit his annual bonus amid the furore over his firm’s support of fund manager Neil Woodford.

Neil Woodford's funding promises come back to haunt him

Embattled fund manager has been forced to plough £33 million into small, hard-to-trade stocks Proton Partners and Evofem as he scrambles to raise cash elsewhere.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).